See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,187 | $117,841-64.2% | $102,423-58.8% | $145,922-71.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 20.62% | 31.65%-11.0pp | 29.32%-8.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $7,366 | $3,615+103.8% | $3,023+143.6% | $4,660+58.1% |
| Participant deferral / active EE | $14,696 | $5,731+156.4% | $5,053+190.8% | $6,688+119.7% |
| Admin fee / account holder | $3 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |